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Stephen Elkind
Question about locked access rights.
Please help? We have the "Contract Manager" with the ability to create contracts in the draft stage. Since he is creating the contract and made the potential sale, we have a field called "Credited To", into which we would like his name automatically populated when he creates the contract. This is easy and worked fine. We created a flow that works perfectly. However, we do not want him to be able to change this field from someone else to his name. So we tightened up security for his profile such that he cannot change that field and set the contract of someone else to his name. The problem is that since he no longer has the ability to edit this "Credited To" field, the system will no longer allow his user to populate that field with his name when he creates the contract and the system shoudl automatically populate that field. Effectrively, since he is initiating teh "create contract flow", then system thinks HE is editing that field. How can a field be set so when a user initiates a flow to create a record (contract), it will populate a field that the user is not able to subsequently edit? This seems basic, but perhaps we are not understanding the security settings correctly. Help?
- May I suggest you please enable "Modify All Data" permission OR "Modify All" in object permission.
- http://www.simplysfdc.com/2014/07/salesforce-unlock-record-button.html
Hope it will be helpful.Please mark it as best answer if the information is informative.
Thanks
Rahul Kumar
1) Restrict the user from modifying this field
2) When a user crates a contract by calling the automated flow ("Create Contract from Opportunity"), have the user's name inserted into this "Credited to" field.
Stephen